Intelligent Edge Advisors Employee Directory

Financial ServicesUnited States2-10 Employees

Intelligent Edge is a concentrated wealth advisory firm focusing on tax-efficiently monetizing privately-owned businesses, commercial real estate, and publicly-traded stock. The firm works exclusively with financial advisors to plan, structure and execute liquidity events on behalf of their clients who own these highly appreciated assets. Financial advisors can take advantage of Intelligent Edge’s laser-focused solutions platform to immediately create and play a key role in overseeing their clients’ concentrated wealth.

Find Intelligent Edge Advisors employees' phone numbers or email addresses

Intelligent Edge Advisors Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Intelligent Edge Advisors's Leadership

  • Stylized image of a person
    T. B.
    Ceo
    Phone icon
  • Stylized image of a person
    A. P.
    Managing Director Senior Relationship Manager
    Phone icon
  • Stylized image of a person
    A. C.
    Associate
    Phone icon
  • Stylized image of a person
    A. H.
    Financial Analyst
    Phone icon
  • Stylized image of a person
    D. K.
    Associate
    Phone icon

Contact profiles from Intelligent Edge Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Ceo
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    A. P.
    Managing Director Senior Relationship Manager
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    A. C.
    Associate
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    A. H.
    Financial Analyst
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. K.
    Associate
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Intelligent Edge Advisors known for?

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Intelligent Edge Advisors operates in the Financial Services industry. The company's main headquarters is located in 420 Lexington Avenue, Suite 400, New York, NY 10170, US; you can contact the main corporate office by phone at . Explore Intelligent Edge Advisors's company overview page for more information.

What is Intelligent Edge Advisors's most common email format?

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Intelligent Edge Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Intelligent Edge Advisors email formats with LeadIQ.

How many employees does Intelligent Edge Advisors have currently?

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Intelligent Edge Advisors has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Intelligent Edge Advisors's key employees and leadership?

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As of December 2025, Intelligent Edge Advisors's key employees include:

  • Ceo: T. B.
  • Managing Director Senior Relationship Manager: A. P.
  • Associate: A. C.
  • Financial Analyst: A. H.
  • Associate: D. K.

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